Integrated Investment Consultants, LLC

CRD#175299
Investment Advisor Firm

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Overview

Integrated Investment Consultants, LLC operates as an advisory company located in Birmingham, Michigan. The company handles $779.6 million in total assets over 183 client accounts, placing it among the larger firms in the nation by assets under management (AUM). Integrated Investment Consultants, LLC has a small team, including 6 financial advisors. Integrated Investment Consultants, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, options and equities.

Integrated Investment Consultants, LLC administers more than half of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell judgments without needing to seek the client's permission. The company also has two non-discretionary accounts totaling $45.1 million in assets. The company's typical account size is $4.3 million. The average financial advisor at Integrated Investment Consultants, LLC administers about 31 client accounts, placing it towards the middle in terms of personalization.

Integrated Investment Consultants, LLC's headquarters is located at 255 E. Brown Street, Suite 200, Birmingham, Michigan 48009-6208. Integrated Investment Consultants, LLC is permitted to provide services to investors throughout a few states, including Florida and Michigan.

Assets Under Management

$779.6 million

Number of Advisors

6

Disclosures

No

Office Location

255 E. Brown Street, Suite 200
Birmingham, MI 48009-6208

Integrated Investment Consultants, LLC by the Numbers

Total Assets Under Management

$779.6 million

National Average: $8.6 billion
Total Number of Employees

6

National Average: 64
Total Number of Accounts

183

National Average: 375,227
Average Account Size

$4.3 million

National Average: $23.0 thousand
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Products and Services

Integrated Investment Consultants, LLC provides a number of financial services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The company is not involved in selling products or offering services other than investment advice to its investment advisory accounts.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees charged by financial advisors are based on which services are offered. However, fees billed by Integrated Investment Consultants, LLC can include the following fee structures: asset-based, fixed or other. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

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    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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Types of Clients

The company provides services to retail investors, high net worth investors and pooled investment vehicles. Out of its 183 customers, Integrated Investment Consultants, LLC's largest client group is high net worth investors, though it also caters to 109 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 60.89%
  • Other Individuals - 38.55%
  • Corporations - 0.56%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Integrated Investment Consultants, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Integrated Investment Consultants, LLC

Avery Hasenauer
Birmingham, MI
Christopher Forte
Birmingham, MI
Dena Soule
Birmingham, MI
Todd Wagenberg
Birmingham, MI
Matthew Croissant
Birmingham, MI
Jeffrey Petherick
Birmingham, MI

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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